Brown Brothers Harriman & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,000	Closed	-$164K	–	1900
2025 Q3	$164K	Hold	7,000	–	–	﹤0.01%	742
2025 Q2	$163K	Buy	+7,000	New	+$161K	﹤0.01%	681

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Brothers Harriman & Co's IBDU Position: Q4 2025 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 7,000 shares — an estimated $164K sold.

Brown Brothers Harriman & Co first reported a position in IBDU in Q2 2025 and held it in 2 quarters. The position peaked at $164K in Q3 2025. 357 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Brown Brothers Harriman & Co sold 7,000 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $164K.
Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and held it in 2 quarters.
Brown Brothers Harriman & Co's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $164K in Q3 2025.
357 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2025, filed 12 Feb 2026.